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11min chapter
Instant Reaction: Nvidia Sales Forecast Falls Short
Bloomberg Businessweek
NVIDIA's Blackwell: Growth and Challenges Ahead
This chapter explores NVIDIA's optimistic revenue forecast linked to its new AI accelerator, Blackwell, amidst production and design challenges. The discussion highlights market reactions, revenue diversification strategies, and the company's reliance on major tech clients for growth. It also assesses the overall demand for AI chips in data centers, addressing the potential implications of shifts in customer segments.
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Discover
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